Delegate Advisors, LLC
North Carolina
Registered In
03/15/2010
Incorp. Date
Foreign
Registration Type
Delaware
Foreign Jurisdiction
Company Summary
Delegate Advisors, LLC at 101 Glen Lennox Dr STE 150, Chapel Hill, Nc 27517 lists Benjamin S Thompson and Benjamin Dunkin Allison of Chapel Hill, NC.
- Registered In
- North Carolina
- Incorporation Date
- Registration Type
- Foreign
- Foreign Jurisdiction
- Delaware
- Company Type
- Limited Liability Company
- Status
- Current-Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Ovaitt, Carolyn
Registered Agent
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101 GLEN LENNOX DR STE 150, CHAPEL HILL, NC 27517
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Benjamin S Thompson
Member
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101 GLEN LENNOX DR STE 150, CHAPEL HILL, NC 27517
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Benjamin Dunkin Allison
Member
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101 GLEN LENNOX DR STE 150, CHAPEL HILL, NC 27517
(View Past Addresses)
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James Rollins Powers , Jr
Member
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101 GLEN LENNOX DR STE 150, CHAPEL HILL, NC 27517
(View Past Addresses)
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Andrew D Hart
Managing Member
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101 GLEN LENNOX DR STE 150, CHAPEL HILL, NC 27517
(View Past Addresses)
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101 GLEN LENNOX DR STE 150, CHAPEL HILL, NC 27517
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Financial Information for Delegate Advisors, LLC
Form 5500
DELEGATE ADVISORS LLC
101 Glen Lennox Drive Suite 150, Chapel Hill, Nc 27517 (919) 932-8464 EIN:27-2018413 Plan Admin:James R. Powers| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameDELEGATE ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY17 / 17 Assets BOY/EOY$1,315,244 / $1,796,628 | 2023 | DELEGATE ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 17 / 17 | $1,315,244 / $1,796,628 |
| 2022 | Plan NameDELEGATE ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY15 / 17 Assets BOY/EOY$1,179,637 / $1,315,244 | 2022 | DELEGATE ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 15 / 17 | $1,179,637 / $1,315,244 |
| 2021 | Plan NameDELEGATE ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY15 / 15 Assets BOY/EOY$834,151 / $1,179,637 | 2021 | DELEGATE ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 15 / 15 | $834,151 / $1,179,637 |
| 2020 | Plan NameDELEGATE ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY15 / 15 Assets BOY/EOY$587,931 / $834,151 | 2020 | DELEGATE ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 15 / 15 | $587,931 / $834,151 |
| 2019 | Plan NameDELEGATE ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY14 / 15 Assets BOY/EOY$571,440 / $587,931 | 2019 | DELEGATE ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 14 / 15 | $571,440 / $587,931 |
Benefit & Retirement Plans based on Form 5500.
Address Match:101 Glen Lennox Dr Ste 150 Chapel Hill, NC
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The following government agencies have contributed data:
North Carolina Secretary of State U.S. Department of Labor
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